8:00 - 9:00
Mon - Fri
At Capital Crest, we partner with individuals, families, and business leaders to build enduring wealth strategies that reflect your values, goals, and lifestyle. As a fully independent, fiduciary firm, we provide objective guidance rooted in transparency, trust, and deep expertise.
Our clients see us not just as planners, but as confidants through every chapter of their financial journey. We take the time to understand your life beyond the balance sheet, so that our strategies reflect what truly matters to you.
Your financial life doesn’t need to be complicated. We simplify decision-making with
data-driven insights, clear communication, and a plan that evolves with you.
“Wealth is not just what you build. It’s what you preserve, protect, and pass on with
purpose.”
At Capital Crest Private Wealth, we believe that exceptional financial advice begins with genuine relationships. We are an independent, fiduciary wealth management firm built to serve discerning individuals and families who value clarity, discretion, and long-term perspective.
Founded with a vision to elevate the wealth management experience, we offer sophisticated guidance grounded in integrity, transparency, and a deep understanding of your unique goals.
Learn More
• Comprehensive Financial Planning
• Retirement Planning
• Cash Flow & Budget Management
• Education Planning
• Risk Management & Insurance Analysis
• Custom Portfolio Construction
• Asset Allocation & Risk Assessment
• Tax-Efficient Investing
• Ongoing Performance Monitoring
• Digital Assets & Crypto Investment Advisory
• Estate Planning Coordination
• Trust Strategy
• Tax Minimization & Planning
• Charitable Giving & Philanthropy
• Wealth Transfer & Generational Planning
• Pre-Liquidity Planning
• Business Succession Strategy
• Equity Compensation Planning
• Real Estate & Concentrated Asset Strategies
• Exit Planning & Windfall Management
At Capital Crest, we work with clients who understand that wealth is more than numbers — it’s a responsibility, a legacy, and a tool for impact. Our expertise spans generations, industries, and life stages — but our commitment remains the same: helping you move forward with clarity and purpose.
• Entrepreneurs & Business Owners
• Senior Executives & Professionals
• Multigenerational Families
• Women in Transition (divorce, widowhood, inheritance)
• Next-Generation Wealth Stewards
• Philanthropic & Impact-Driven Investors
Families Advised
Years of Combined Advisory Experience
Business Owners Transitioned
States Served Across the U.S.
“Capital Crest helped us turn a liquidity event into a legacy. Their clarity and guidance were second to none.”
“As a family navigating multigenerational wealth, Capital Crest brought us peace of mind, structure, and real vision.”
“Their approach is modern, yet deeply personal. I trust Capital Crest more than any firm I’ve worked with in 30 years.”
“They didn’t just manage my portfolio — they educated me, empowered me, and helped me align my wealth with my values.”
“I’ve referred three fellow founders to Capital Crest. We all had the same experience: white-glove service with real depth.”
“What impressed me most was their discretion, emotional intelligence, and deep understanding of complex compensation.”
“Their estate planning coordination was a game-changer. I feel like my children and grandchildren are truly protected.”
“After my divorce, Capital Crest helped me rebuild with strength and vision. I now feel in control of my financial future.”
“We chose Capital Crest because they’re not chasing trends — they’re building strategies that last.”
“Their crypto advisory made me feel informed, not intimidated. They treat digital assets like a serious asset class — with balance.”
Meet Our Advisors
Founder & CEO
CFO and Heads Accounts Officer
Chief Security Officer
Chief Operations Officer
Get In Touch
4052 Wilkinson Court
Fort Myers, FL 33901
+012 345 6789
info@example.com